|
Institutional
Holders
Total
Institutions:
|
126 3 |
|
Total
shares held :
|
7,160,504 |
|
% of shares
held :
|
30.98% |
|
Changes In:
|
|
|
New/increased
positions vs
old/decreased
positions :
|
-14 |
|
Amount
of shares held :
|
-515,197 |
|
% of shares
held change :
|
-2.23% |
|
Quarter
Price vs. Current Price:
|
|
Quarter Price vs.
Current Price:
|
|
|
|
|
Last
Quarter's Starting
Price :
|
$46.20 |
|
Last
Quarter's Ending
Price :
|
$51.26 |
|
Last
Quarter's Average
Price :
|
$47.71 |
|
Change
from last quarter's
avg. price
to the last closing :
|
|
|
4.49 (9.41%) |
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio Position |
New/Closed Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
BANK OF AMERICA CORP /DE/ |
908 |
- |
2023-12-31 |
1,679,718 |
$86,102,000 |
115,011 |
|
MORGAN STANLEY |
1535 |
- |
2023-12-31 |
1,176,408 |
$60,303,000 |
-97,855 |
|
WELLS FARGO & CO/MN |
735 |
- |
2023-12-31 |
871,337 |
$44,665,000 |
7,822 |
|
UBS Group AG |
1052 |
- |
2023-12-31 |
434,101 |
$22,252,000 |
-14,566 |
|
COMMONWEALTH EQUITY SERVICES LLC. |
470 |
- |
2023-12-31 |
370,423 |
$18,988,000 |
-15,313 |
|
Del-Sette Capital Management LLC |
2 |
- |
2023-12-31 |
359,816 |
$18,444,000 |
54,771 |
|
LPL FINANCIAL CORP |
1158 |
- |
2023-12-31 |
225,208 |
$11,544,000 |
-46,966 |
|
JANNEY MONTGOMERY SCOTT LLC |
559 |
- |
2023-12-31 |
160,957 |
$8,251,000 |
-15,555 |
|
ROYAL BANK OF CANADA |
1588 |
- |
2023-12-31 |
154,751 |
$7,933,000 |
-157,867 |
|
RAYMOND JAMES & ASSOCIATES |
1292 |
- |
2023-12-31 |
142,153 |
$7,287,000 |
-46,195 |
|
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. |
891 |
- |
2023-12-31 |
139,176 |
$7,134,000 |
-37,025 |
|
UNITED CAPITAL FINANCIAL ADVISERS,INC. |
299 |
- |
2023-12-31 |
90,837 |
$4,656,000 |
-259,245 |
|
Advisor Group Holdings Inc. |
1337 |
- |
2023-12-31 |
80,132 |
$4,108,000 |
-2,631 |
|
Dynamic Advisors Solutions LLC |
200 |
- |
2024-03-31 |
69,065 |
$3,726,000 |
6,135 |
|
AMERIPRISE FINANCIAL INC |
2559 |
- |
2023-12-31 |
61,908 |
$3,174,000 |
-41,196 |
|
STIFEL FINANCIAL CORP |
1401 |
- |
2023-12-31 |
58,574 |
$3,002,000 |
-1,448 |
|
Integrated Wealth Concepts LLC |
416 |
- |
2023-12-31 |
46,259 |
$2,371,000 |
45 |
|
Rockefeller Capital Management L.P. |
869 |
- |
2023-12-31 |
43,999 |
$2,255,000 |
-1,612 |
|
Joseph P. Lucia & Associates LLC |
22 |
- |
2023-12-31 |
43,898 |
$2,250,000 |
-1,361 |
|
Meridian Wealth Management LLC |
170 |
*New |
2023-12-31 |
41,116 |
$2,108,000 |
41,116 |
|
Laurel Wealth Advisors Inc. |
123 |
- |
2022-12-31 |
36,422 |
$1,874,000 |
67 |
|
OHE FINANCIAL INC |
75 |
- |
2023-12-31 |
35,698 |
$1,830,000 |
-357 |
|
Apollon Wealth Management LLC |
299 |
- |
2023-12-31 |
33,616 |
$1,723,000 |
8,794 |
|
CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC |
1326 |
- |
2023-12-31 |
31,577 |
$1,619,000 |
-637 |
|
MONEY CONCEPTS CAPITAL CORP |
159 |
- |
2023-12-31 |
31,455 |
$1,612,000 |
-970 |
|
Steward Partners Investment Advisory LLC |
567 |
- |
2023-12-31 |
31,115 |
$1,595,000 |
401 |
|
Kestra Advisory Services LLC |
937 |
*New |
2023-12-31 |
29,029 |
$1,488,000 |
29,029 |
|
Heartwood Wealth Advisors LLC |
43 |
- |
2024-03-31 |
27,195 |
$1,467,000 |
5,313 |
|
JPL Wealth Management LLC |
46 |
- |
2023-12-31 |
28,373 |
$1,454,000 |
0 |
|
HANSON MCCLAIN, INC. |
|
- |
2023-12-31 |
24,644 |
$1,263,000 |
-2,760 |
|
DAVIDSON D A & CO |
646 |
- |
2023-12-31 |
23,332 |
$1,196,000 |
-532 |
|
GATEWAY ADVISORY, LLC |
40 |
- |
2023-12-31 |
23,322 |
$1,195,000 |
84 |
|
MML INVESTORS SERVICES LLC |
1260 |
- |
2023-12-31 |
22,651 |
$1,161,000 |
-168 |
|
Atria Wealth Solutions Inc. |
799 |
- |
2023-12-31 |
22,236 |
$1,140,000 |
543 |
|
Investors Research Corp |
91 |
- |
2023-12-31 |
21,799 |
$1,117,000 |
-467 |
|
PFG Advisors |
251 |
- |
2023-12-31 |
21,273 |
$1,090,000 |
-7,855 |
|
HIGHTOWER ADVISORS, LLC |
1762 |
- |
2023-12-31 |
21,188 |
$1,085,000 |
-3,767 |
|
Great Diamond Partners LLC |
90 |
- |
2023-12-31 |
19,405 |
$995,000 |
1,235 |
|
Cetera Investment Advisers |
1119 |
- |
2023-12-31 |
18,785 |
$963,000 |
-1,731 |
|
Cypress Wealth Services LLC |
82 |
- |
2024-03-31 |
17,287 |
$933,000 |
-7,504 |
|
BB&T CORP |
1606 |
- |
2023-12-31 |
18,165 |
$931,000 |
-945 |
|
Wealthcare Advisory Partners LLC |
397 |
- |
2024-03-31 |
16,223 |
$875,000 |
570 |
|
MADDEN ADVISORY SERVICES, INC. |
48 |
- |
2023-12-31 |
16,474 |
$844,000 |
191 |
|
MULTIFINANCIAL SECURITIES CORP |
866 |
- |
2023-12-31 |
15,674 |
$803,000 |
3,650 |
|
CREATIVE PLANNING |
1395 |
- |
2023-12-31 |
15,000 |
$769,000 |
5,396 |
|
Bickling Financial Services Inc. |
47 |
- |
2022-12-31 |
14,116 |
$726,000 |
133 |
|
MARINER WEALTH ADVISORS, LLC |
1669 |
- |
2023-12-31 |
14,129 |
$724,000 |
3,765 |
|
SUSQUEHANNA INTERNATIONAL GROUP, LLP |
3307 |
- |
2023-12-31 |
13,433 |
$689,000 |
-19,665 |
|
Private Advisor Group LLC |
1323 |
- |
2023-12-31 |
12,707 |
$651,000 |
4,388 |
|
BKM Wealth Management LLC |
87 |
- |
2024-03-31 |
11,686 |
$630,000 |
-537 |
|
PROSPERA FINANCIAL SERVICES |
595 |
- |
2023-12-31 |
11,884 |
$609,000 |
1,415 |
|
Baird Financial Group Inc. |
1330 |
- |
2023-12-31 |
10,428 |
$535,000 |
1,225 |
|
TOCQUEVILLE ASSET MANAGEMENT LP |
391 |
- |
2023-12-31 |
10,365 |
$531,000 |
-75 |
|
DB Wealth Management Group LLC |
60 |
- |
2023-12-31 |
8,868 |
$455,000 |
-3,000 |
|
J P MORGAN CHASE & CO |
3775 |
- |
2023-12-31 |
8,050 |
$413,000 |
306 |
|
HARBOUR INVESTMENTS INC. |
598 |
- |
2023-12-31 |
8,034 |
$412,000 |
1,839 |
|
Tradition Wealth Management LLC |
227 |
- |
2023-12-31 |
7,914 |
$406,000 |
84 |
|
FINANCIAL NETWORK |
2043 |
- |
2023-12-31 |
7,806 |
$400,000 |
-2,096 |
|
Snowden Capital Advisors LLC |
791 |
- |
2023-12-31 |
7,634 |
$391,000 |
-525 |
|
WEALTH ENHANCEMENT ADVISORY SERVICES LLC |
1723 |
- |
2024-03-31 |
7,234 |
$390,000 |
1,321 |
|
Keystone Financial Group |
185 |
- |
2023-12-31 |
7,423 |
$380,000 |
-136 |
|
ENVESTNET ASSET MANAGEMENT INC |
3456 |
- |
2023-12-31 |
7,385 |
$379,000 |
-1,886 |
|
Beacon Pointe Advisors LLC |
972 |
- |
2023-12-31 |
7,364 |
$378,000 |
-605 |
|
NATIONS FINANCIAL GROUP INC /IA/ /ADV |
466 |
- |
2023-12-31 |
7,371 |
$378,000 |
2 |
|
CAPTRUST FINANCIAL ADVISORS |
1955 |
- |
2023-12-31 |
7,275 |
$373,000 |
-223 |
|
Pinnacle Bank |
130 |
- |
2024-03-31 |
6,700 |
$361,000 |
0 |
|
SWEENEY & MICHEL LLC |
80 |
- |
2023-09-30 |
7,348 |
$336,000 |
75 |
|
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
1324 |
- |
2023-12-31 |
6,471 |
$332,000 |
485 |
|
FMR LLC |
2643 |
- |
2023-12-31 |
6,361 |
$326,000 |
2,502 |
|
J.W. COLE ADVISORS INC. |
613 |
- |
2023-12-31 |
6,334 |
$325,000 |
1,686 |
|
Tyche Wealth Partners LLC |
210 |
- |
2023-12-31 |
6,157 |
$316,000 |
0 |
|
ANCORA ADVISORS, LLC |
552 |
- |
2023-12-31 |
6,069 |
$311,000 |
0 |
|
GILL CAPITAL PARTNERS LLC |
84 |
- |
2023-12-31 |
6,039 |
$310,000 |
-950 |
|
HENGEHOLD CAPITAL MANAGEMENT LLC |
151 |
- |
2024-03-31 |
5,501 |
$297,000 |
1,571 |
|
Aspen Grove Capital LLC |
125 |
- |
2023-12-31 |
5,750 |
$295,000 |
0 |
|
GSA CAPITAL PARTNERS LLP |
1147 |
*New |
2023-12-31 |
5,480 |
$281,000 |
5,480 |
|
Redwood Financial Network Corp |
112 |
- |
2023-12-31 |
5,483 |
$281,000 |
-88 |
|
WEALTHSOURCE PARTNERS LLC |
428 |
- |
2023-12-31 |
5,282 |
$271,000 |
0 |
|
COMERICA BANK |
2146 |
- |
2023-12-31 |
5,207 |
$267,000 |
-333 |
|
Commonwealth Financial Services LLC |
144 |
- |
2023-12-31 |
5,170 |
$265,000 |
0 |
|
CENTRAL VALLEY ADVISORS LLC |
121 |
- |
2024-03-31 |
4,800 |
$259,000 |
0 |
|
PFG Investments LLC |
389 |
- |
2023-12-31 |
5,028 |
$258,000 |
-380 |
|
Well Done LLC |
162 |
- |
2024-03-31 |
4,686 |
$253,000 |
4 |
|
Lido Advisors LLC |
992 |
- |
2023-12-31 |
4,809 |
$247,000 |
4,809 |
|
DANA INVESTMENT ADVISORS INC |
396 |
- |
2023-12-31 |
4,720 |
$242,000 |
0 |
|
Retirement Group LLC |
92 |
- |
2023-12-31 |
4,725 |
$242,000 |
0 |
|
ENDURANCE WEALTH MANAGEMENT, INC. |
176 |
- |
2023-06-30 |
4,783 |
$239,000 |
0 |
|
MKT Advisors LLC |
122 |
- |
2024-03-31 |
4,418 |
$232,000 |
0 |
|
Ironsides Asset Advisors LLC |
57 |
- |
2023-12-31 |
4,350 |
$223,000 |
-4,451 |
|
HUDOCK MOYER WEALTH RESOURCES, LLC |
|
- |
2023-12-31 |
4,285 |
$220,000 |
-176 |
|
TIAA TRUST NATIONAL ASSOCIATION |
|
- |
2023-12-31 |
4,270 |
$219,000 |
0 |
|
Simmons Bank |
318 |
- |
2023-12-31 |
4,183 |
$214,000 |
-4,250 |
|
TIAA FSB |
535 |
- |
2023-06-30 |
4,270 |
$213,000 |
0 |
|
PRIVATE TRUST CO NA |
|
- |
2023-12-31 |
4,165 |
$213,000 |
0 |
|
LEVEL FOUR ADVISORY SERVICES LLC |
706 |
- |
2023-12-31 |
4,108 |
$211,000 |
4,108 |
|
ADVISORY SERVICES NETWORK, LLC |
1269 |
*New |
2023-12-31 |
3,930 |
$201,000 |
3,930 |
|
Parallel Advisors LLC |
879 |
*New |
2023-12-31 |
3,250 |
$167,000 |
3,250 |
|
PNC FINANCIAL SERVICES GROUP INC |
2343 |
- |
2023-12-31 |
2,970 |
$152,000 |
1,995 |
|
NBC SECURITIES INC. |
834 |
- |
2024-03-31 |
2,815 |
$151,000 |
-200 |
|
NATIONAL BANK OF CANADA /FI/ |
1330 |
- |
2023-12-31 |
2,886 |
$149,000 |
0 |
|
|
100 Records found
|
1
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